Vaughn Wealth Management

We provide personalized, goals-based wealth advice to families, business owners, and foundations across Canada

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Vaughn Wealth Management, iA Private Wealth Inc. is a full-service wealth management team that has been partnering with their valued clients for years, working with them to clearly articulate their financial goals and creating customized wealth and retirement plans. We are committed to helping our clients preserve and grow their wealth, in that order.

Our enduring mission is to treat our clients how we would want to be treated if our roles were reversed. It is this mission that motivates us to strive to do better in all aspects of wealth planning. We are constantly evolving to ensure that we can help meet the financial needs of our clients as the financial services industry changes. Our extensive experience in investment planning, retirement planning, portfolio construction, and insurance* planning helps ensure that we can provide comprehensive wealth planning solutions for our clients.

We love what we do, and nothing excites us more than working with our clients to provide them with a clear vision of their financial situation and helping them achieve their financial goals.

Philosophy

Our philosophy lies in creating meaningful partnerships with our clients in order to fully understand their goals and objectives.

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Commitment

Vaughn Wealth Management is committed to providing customized and personalized investment plans.

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Alignment

We continually monitor each investment portfolio to ensure they are always aligned with our client’s goals and objectives.

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Unparalleled Service

  • Discretionary Portfolio Management
  • Professional, customized advice
  • Independence and objectivity
  • Tailored, long-term partnerships with clients
  • Holistic approach to wealth management
  • Personalized service
  • Access to a diversified network of certified professionals
  • Dedicated customer service